Thursday brought a fresh batch of analyst optimism, with Wall Street firms reversing course on several notable stocks. The most interesting flip? Airbnb is no longer in the penalty box at Cantor Fitzgerald, marking a significant shift in sentiment for the vacation rental platform.

The Alphabet Upgrade: Google Gets More Love

Cantor Fitzgerald analyst Deepak Mathivanan upgraded Alphabet Inc (GOOGL) from Neutral to Overweight, hiking the price target from $310 to $370. That's a meaningful vote of confidence considering shares closed at $321.98 on Wednesday, suggesting the analyst sees roughly 15% upside from current levels.

Healthcare Tech Gets a Boost

Keybanc analyst Scott Schoenhaus upgraded Omnicell Inc (OMCL) from Sector Weight to Overweight and set a $60 price target. With shares closing at $47.45 on Wednesday, that implies potential upside of more than 25%. The healthcare automation company appears to have caught Wall Street's attention.

Financial Services Stock Gets the Nod

Wolfe Research analyst Darrin Peller upgraded Jack Henry & Associates Inc (JKHY) from Peer Perform to Outperform, slapping a $220 price target on the financial technology provider. Shares closed at $185.97 on Wednesday, meaning the analyst sees about 18% upside ahead.

Real Estate Play Gains Traction

Baird analyst David Rodgers upgraded Terreno Realty Corp (TRNO) from Neutral to Outperform and raised the price target from $63 to $64. The industrial real estate investment trust closed at $59.10 on Wednesday, pointing to modest but meaningful upside potential.

Airbnb Escapes Bearish Territory

Perhaps the most notable shift came from Cantor Fitzgerald's Deepak Mathivanan, who upgraded Airbnb Inc (ABNB) from Underweight to Neutral. He also bumped the price target from $117 to $141. With shares closing at $137.04 on Wednesday, the new target sits just above current trading levels. Going from bearish to neutral might not sound exciting, but it's a significant sentiment shift for a stock that's been under scrutiny.

These upgrades reflect changing views on everything from tech giants to niche real estate plays. Whether these analysts prove prescient or not, the moves signal fresh optimism in pockets of the market that had been facing skepticism.